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Showing 1041 - 1050 of 2558 results for "SMSF"

HUB24 hiring to support record growth

ALEX BURKE  |  WEDNESDAY, 5 JUL 2017
... advisers flocking to the platform over the past quarter. Following on from the appointment of former BT Financial Group head of SMSF Craig Lawrenson as HUB24's new chief operations officer, the company announced in an investor update that it had recently ...

SuperConcepts expands in Adelaide

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
SMSF service provider SuperConcepts is expanding its operations in Adelaide with help from the South Australian Government. The AMP-owned business will receive $1.6 million in funding via the state government's Economic Investment Fund to increase its ...

SMSF auditor busted self-auditing

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
... which he was a member. He was also found to have breached audit documentation requirements of Australian auditing standards. "SMSF auditors play a fundamental role in promoting confidence in the SMSF sector so it is crucial that they adhere to ethical ...

NAB Financial Planning appoints super fund executive

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
A former senior leader at First State Super and IOOF is leading NAB Financial Planning's client services and paraplanning capabilities. Rebecca Harrison will be responsible for the delivery of client services operations across Australia for advisers ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According ...

Looming super reforms benefit millions

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
... APRA-regulated funds with a Transition to Retirement (TTR) pension and a further 100,000 with such a pension arrangement in an SMSF will also be affected by the rule changes. Urging consumers to prepare for the new super rules, Fahy said: "Talk to your ...

HUB24 lures BTFG executive

KARREN VERGARA  |  FRIDAY, 23 JUN 2017
... in mid-August after serving more than 20 years at Westpac subsidiaries BT Financial Group and Asgard. He most recently led SMSF product and distribution strategies across BTFG's Panorama platform, helping it grow to 4000 SMSFs with $2.5 billion in funds ...

Auscap equities fund gets Zenith, Lonsec tick

ALEX BURKE  |  WEDNESDAY, 21 JUN 2017
... zero." Fellow Auscap principal and portfolio manager Matthew Parker said this made the fund "complementary to most Australian SMSF portfolios."

Sequoia announces acquisition

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... Melbourne-based financial planning and accounting services firm InterPrac. Interprac "will add immediate scale, in particular to the SMSF Administration, Wealth Advisory and Investment Solutions divisions," Sequoia said in a statement, valuing InterPrac ...

Wealth firm lists on ASX with $7.3m IPO

ALEX BURKE  |  TUESDAY, 20 JUN 2017
A wealth management and chartered accountancy firm is about to list on the ASX following an initial public offering of 7.3 million shares at $1 per share. Kelly+Partners (ASX: KPG) was established in 2006, currently operates 12 offices in Sydney and ...